[Remote] Client Relationship Consultant (Remote)
Note: The job is a remote job and is open to candidates in USA. The Purlee Group LLC is a growing financial services organization focused on helping individuals and families protect what matters most. They are seeking motivated individuals to join as Client Relationship Consultants, where the primary responsibility is to connect with clients, review their financial strategies, and present tailored solutions.
Responsibilities
- Connect with clients who have requested information
- Review current coverage and identify gaps
- Present tailored solutions based on individual needs
- Build and maintain long-term client relationships
Skills
- Strong communication skills
- Self-motivated and coachable
- Comfortable working in a performance-based environment
- Background in athletics, sales, or leadership is a plus
Benefits
- Ongoing training and mentorship
- Advancement opportunities based on performance
- Licensing support is provided for qualified candidates
Company Overview